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DoubleLine Opportunistic Credit Fund (DBL) Institutional Ownership

DoubleLine Opportunistic Credit Fund logo
$14.42 +0.05 (+0.35%)
Closing price 05/29/2026 03:57 PM Eastern
Extended Trading
$14.42 0.00 (0.00%)
As of 05/29/2026 05:49 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for DoubleLine Opportunistic Credit Fund (NYSE:DBL)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$67.36M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$49.90M
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Skip Chart & View Institutional Buying and Selling Data

DBL Institutional Buying and Selling by Quarter

DoubleLine Opportunistic Credit Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026 Verus Capital Partners LLC25,180$368K0.0%-25.3%0.000%
5/19/2026 Bank of America Corp DE145,851$2.13M0.0%-69.4%0.000%
5/18/2026 Readystate Asset Management LP10,907$159K0.0%-25.8%0.000%
5/18/2026 Royal Bank of Canada375,823$5.49M0.0%+22.7%0.000%
5/13/2026 Cetera Investment Advisers25,950$379K0.0%+51.6%0.000%
5/6/2026 Aviance Capital Partners LLC95,072$1.39M0.2%+6.2%0.000%
5/6/2026 Independent Financial Group LLC67,275$982K0.0%N/A0.000%
5/5/2026 Journey Advisory Group LLC173,374$2.53M0.2%+1.1%0.000%
5/1/2026 Fifth Third Bancorp3,750$55K0.0%N/A0.000%
4/28/2026 Ascentis Independent Advisors7,377$108K0.0%N/A0.000%
4/28/2026 Berger Financial Group Inc105,664$1.54M0.1%-2.1%0.000%
4/22/2026 Absolute Investment Advisers LLC193,182$2.82M0.3%N/A0.000%
4/22/2026 Janney Montgomery Scott LLC206,395$3.01M0.0%-12.6%0.000%
4/21/2026 Maridea Wealth Management LLC12,156$177K0.0%N/A0.000%
4/20/2026 Kercheville Advisors LLC11,897$174K0.1%-5.6%0.000%
3/17/2026 Rockefeller Capital Management L.P.42,761$652K0.0%+66.9%0.000%
2/19/2026 Invesco Ltd.156,062$2.38M0.0%-4.9%0.000%
2/18/2026 Papamarkou Wellner Asset Management inc.10,500$160K0.1%N/A0.000%
2/18/2026 Readystate Asset Management LP14,697$224K0.0%N/A0.000%
2/17/2026 Guggenheim Capital LLC187,757$2.86M0.0%-1.8%0.000%
2/17/2026 Cetera Investment Advisers17,113$261K0.0%+43.9%0.000%
2/17/2026 Osaic Holdings Inc.17,593$268K0.0%-24.8%0.000%
2/17/2026 Royal Bank of Canada306,202$4.67M0.0%+20.2%0.000%
2/16/2026 Apriem Advisors24,110$368K0.0%+19.9%0.000%
2/13/2026 Kestra Advisory Services LLC13,270$202K0.0%+6.5%0.000%
2/13/2026 Stifel Financial Corp200,639$3.06M0.0%-36.1%0.000%
2/13/2026 Golden State Wealth Management LLC2,226$34K0.0%-45.7%0.000%
2/13/2026 Wells Fargo & Company MN268,441$4.09M0.0%+41.3%0.000%
2/12/2026 Commonwealth Equity Services LLC18,565$283K0.0%+11.5%0.000%
2/12/2026 Sit Investment Associates Inc.3,469,728$52.91M1.0%+2.0%0.000%
2/11/2026 Janney Montgomery Scott LLC236,256$3.60M0.0%+1.1%0.000%
2/11/2026 LPL Financial LLC234,499$3.58M0.0%+7.6%0.000%
2/10/2026 Intellectus Partners LLC290,261$4.43M0.9%+2.0%0.000%
2/6/2026 Ignite Planners LLC121,539$1.84M0.3%+13.3%0.000%
2/6/2026 Aviance Capital Partners LLC89,549$1.37M0.2%-0.7%0.000%
2/5/2026 Catawba River Capital257,639$3.93M1.7%+4.2%0.000%
1/29/2026Comerica Bank3,750$57K0.0%-82.0%0.000%
1/29/2026 Ashton Thomas Private Wealth LLC18,637$284K0.0%+4.6%0.000%
1/29/2026 UBS Group AG568,353$8.67M0.0%-1.1%0.000%
1/29/2026 Kercheville Advisors LLC12,607$191K0.1%-10.5%0.000%
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1/27/2026 Evergreen Capital Management LLC527,230$8.04M0.2%+3.0%0.000%
1/27/2026 Journey Advisory Group LLC171,430$2.61M0.2%+2.0%0.000%
1/27/2026 Berger Financial Group Inc107,945$1.65M0.1%+2.3%0.000%
1/23/2026 U.S. Capital Wealth Advisors LLC65,774$1.00M0.0%+11.9%0.000%
1/23/2026 Twelve Points Wealth Management LLC345,569$5.28M1.2%-12.9%0.000%
1/20/2026 Stratos Wealth Advisors LLC259,367$3.96M0.2%+3.1%0.000%
1/12/2026 ARS Wealth Advisors Group LLC14,000$214K0.0%-5.2%0.000%
1/8/2026 Gridiron Partners LLC43,917$670K0.4%-98.0%0.000%
12/1/2025 Polar Asset Management Partners Inc.166,458$2.59M0.0%N/A0.000%
11/17/2025 Strategic Wealth Partners Ltd.88,316$1.38M0.1%+1.1%0.000%
11/17/2025 Bank of America Corp DE439,401$6.85M0.0%+86.3%0.000%
11/17/2025 Ameriprise Financial Inc.294,470$4.59M0.0%+6.6%0.000%
11/14/2025 Polar Asset Management Partners Inc.166,458$2.59M0.0%N/A0.000%
11/14/2025 Raymond James Financial Inc.147,098$2.29M0.0%-1.2%0.000%
11/14/2025Comerica Bank20,777$324K0.0%-41.5%0.000%
11/13/2025 Fort Sheridan Advisors LLC15,781$246K0.0%-13.6%0.000%
11/12/2025 Intellectus Partners LLC284,605$4.43M0.9%+1.2%0.000%
11/12/2025 Consolidated Portfolio Review Corp150,666$2.35M0.3%+73.2%0.000%
11/10/2025 Verus Capital Partners LLC33,211$517K0.0%+3.8%0.000%
11/10/2025 Catawba River Capital247,310$3.85M1.7%+6.0%0.000%
11/10/2025 Journey Advisory Group LLC168,034$2.62M0.2%-1.1%0.000%
11/6/2025 Stratos Wealth Advisors LLC251,623$3.92M0.2%+114.6%0.000%
11/5/2025 Envestnet Asset Management Inc.16,725$261K0.0%+16.6%0.000%
11/3/2025 TD Waterhouse Canada Inc.5,487$85K0.0%-67.9%0.000%
10/31/2025 Blackhawk Capital Partners LLC10,450$163K0.1%N/A0.000%
10/29/2025 Aviance Capital Partners LLC90,219$1.41M0.2%+1.3%0.000%
10/28/2025 Evergreen Capital Management LLC511,911$7.98M0.2%+2.4%0.000%
10/24/2025 World Equity Group Inc.11,100$173K0.0%+7.2%0.000%
10/22/2025 Shaker Financial Services LLC28,537$445K0.2%+13.2%0.000%
10/22/2025 Twelve Points Wealth Management LLC396,595$6.18M1.5%-0.5%0.000%
10/14/2025 Gridiron Partners LLC2,231,257$348K0.0%+5,475.8%0.000%
10/14/2025 Matrix Trust Co47,777$744K0.1%-4.8%0.000%
10/14/2025 Berger Financial Group Inc105,468$1.64M0.1%N/A0.000%
10/9/2025 U.S. Capital Wealth Advisors LLC58,774$916K0.0%+23.8%0.000%
10/8/2025 Ignite Planners LLC107,242$1.67M0.3%+1.6%0.000%
10/6/2025 ARS Wealth Advisors Group LLC14,767$230K0.0%-9.4%0.000%
9/4/2025 Osaic Holdings Inc.21,867$336K0.0%-11.6%0.000%
8/29/2025 Total Investment Management Inc.4,198$65K0.0%N/A0.000%
8/16/2025 Evergreen Capital Management LLC500,142$7.69M0.2%+8.1%0.000%
8/15/2025 Balyasny Asset Management L.P.28,533$439K0.0%N/A0.000%
8/15/2025 Bank of America Corp DE235,865$3.63M0.0%+8.9%0.000%
8/15/2025 Ameriprise Financial Inc.276,175$4.25M0.0%-16.8%0.000%
8/14/2025 Raymond James Financial Inc.148,939$2.29M0.0%-11.5%0.000%
8/13/2025 Guggenheim Capital LLC216,658$3.33M0.0%-4.9%0.000%
8/13/2025 Invesco Ltd.133,465$2.05M0.0%-11.8%0.000%
8/13/2025 Fort Sheridan Advisors LLC18,272$281K0.0%-25.3%0.000%
8/12/2025 XTX Topco Ltd10,116$156K0.0%N/A0.000%
8/12/2025 Horizon Kinetics Asset Management LLC26,820$412K0.0%-5.0%0.000%
8/5/2025 Intellectus Partners LLC281,283$4.33M0.9%+9.5%0.000%
8/5/2025 Shaker Financial Services LLC25,219$388K0.1%-67.7%0.000%
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8/5/2025 Aviance Capital Partners LLC89,022$1.37M0.2%-1.1%0.000%
8/1/2025 Envestnet Asset Management Inc.14,338$221K0.0%N/A0.000%
7/30/2025 Journey Advisory Group LLC169,914$2.61M0.2%+0.4%0.000%
7/29/2025 International Assets Investment Management LLC140,546$2.16M0.1%+1.4%0.000%
7/29/2025 Catawba River Capital233,390$3.59M1.8%N/A0.000%
7/29/2025 Stratos Wealth Advisors LLC117,227$1.80M0.1%+235.3%0.000%
7/23/2025 Ignite Planners LLC105,511$1.60M0.2%+25.2%0.000%
7/21/2025 Ameritas Advisory Services LLC2,864$44K0.0%N/A0.000%
7/18/2025 Consolidated Portfolio Review Corp87,003$1.34M0.2%+27.3%0.000%
7/17/2025 Janney Montgomery Scott LLC273,200$4.20M0.0%+3.6%0.000%


DBL Institutional Ownership - Frequently Asked Questions

During the previous two years, 75 institutional investors and hedge funds held shares of DoubleLine Opportunistic Credit Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($52.91M), LeConte Wealth Management LLC ($9.80M), UBS Group AG ($8.67M), Evergreen Capital Management LLC ($8.04M), Royal Bank of Canada ($5.49M), Twelve Points Wealth Management LLC ($5.28M), and Ameriprise Financial Inc. ($4.59M).Learn more on DoubleLine Opportunistic Credit Fund's institutional investors.

Of the 65 institutional investors that purchased DoubleLine Opportunistic Credit Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($2.20M), Gridiron Partners LLC ($2.19M), LeConte Wealth Management LLC ($938.34K), Sit Investment Associates Inc. ($486.98K), Polar Asset Management Partners Inc. ($332.92K), Raymond James Financial Inc. ($273.92K), and Stratos Wealth Advisors LLC ($259.37K).

Institutional investors have bought a total of 4,360,714 shares in the last 24 months. This purchase volume represents approximately $67.36M in transactions.

Of the 26 institutional investors that sold DoubleLine Opportunistic Credit Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gridiron Partners LLC ($2.19M), Bank of America Corp DE ($330.02K), LeConte Wealth Management LLC ($301.41K), Stifel Financial Corp ($113.49K), Ameriprise Financial Inc. ($55.62K), Twelve Points Wealth Management LLC ($53.02K), and Shaker Financial Services LLC ($52.79K).

Institutional investors have sold a total of 3,280,141 shares in the last 24 months. This volume of shares sold represents approximately $49.90M in transactions.


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This page (NYSE:DBL) was last updated on 5/31/2026 by MarketBeat.com Staff.
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